VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 226 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $56,000 | +3.7% | 946 | 0.0% | 0.04% | +7.3% |
| Q2 2019 | $54,000 | 0.0% | 946 | -2.4% | 0.04% | -2.4% |
| Q1 2019 | $54,000 | -8.5% | 969 | -10.6% | 0.04% | -6.7% |
| Q4 2018 | $59,000 | -1.7% | 1,084 | -1.8% | 0.04% | +15.4% |
| Q3 2018 | $60,000 | -9.1% | 1,104 | -9.1% | 0.04% | -18.8% |
| Q2 2018 | $66,000 | -4.3% | 1,214 | -4.0% | 0.05% | +84.6% |
| Q1 2018 | $69,000 | -2.8% | 1,265 | -3.7% | 0.03% | +18.2% |
| Q4 2017 | $71,000 | -25.3% | 1,313 | -24.4% | 0.02% | -29.0% |
| Q3 2017 | $95,000 | 0.0% | 1,736 | -0.5% | 0.03% | -6.1% |
| Q2 2017 | $95,000 | -18.1% | 1,744 | -18.3% | 0.03% | -28.3% |
| Q1 2017 | $116,000 | -11.5% | 2,135 | -11.8% | 0.05% | -4.2% |
| Q4 2016 | $131,000 | -3.7% | 2,420 | -0.1% | 0.05% | -4.0% |
| Q3 2016 | $136,000 | +2.3% | 2,422 | +1.4% | 0.05% | -20.6% |
| Q2 2016 | $133,000 | -34.8% | 2,388 | -36.3% | 0.06% | -27.6% |
| Q1 2016 | $204,000 | -54.8% | 3,748 | -56.1% | 0.09% | -62.8% |
| Q4 2015 | $451,000 | -0.2% | 8,530 | -0.2% | 0.23% | -9.3% |
| Q3 2015 | $452,000 | +74.5% | 8,546 | +73.1% | 0.26% | +104.8% |
| Q2 2015 | $259,000 | -36.7% | 4,936 | -35.9% | 0.13% | -58.7% |
| Q4 2014 | $409,000 | – | 7,698 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 564,855 | $30,666,000 | 21.22% |
| Annex Advisory Services, LLC | 931,584 | $50,576,000 | 12.28% |
| Symmetry Partners, LLC | 284,375 | $15,439,000 | 10.83% |
| Wilshire Advisors LLC | 241,250 | $13,051,000 | 10.34% |
| AllSquare Wealth Management LLC | 188,118 | $10,213,000 | 9.37% |
| RETIREMENT CAPITAL STRATEGIES | 285,799 | $15,462,000 | 8.94% |
| Boston Standard Wealth Management, LLC | 199,678 | $10,841,000,000 | 8.58% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 450,202 | $24,442,000 | 6.61% |
| HT Partners LLC | 201,909 | $10,962,000 | 5.83% |
| Peak Financial Management, Inc. | 462,684 | $25,120,000 | 5.47% |